Holos Integrated Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48.8K	Sell	425 -532	-56%	-$61K	0.03%	114
2025 Q1	$88.8K	Hold	957	–	–	0.06%	89
2024 Q4	$97.2K	Buy	+957	New	+$97.2K	0.07%	82